How to Calculate Mutual Fund XIRR
Understand the real annualized return of your mutual fund portfolio by calculating XIRR from your CAS statement.
Analyze Your PortfolioWhat is XIRR?
XIRR represents the annualized return of investments where multiple cash flows occur at different time periods. It provides a more accurate measure of mutual fund performance than simple returns.
Why Portfolio XIRR Matters
Investors often track individual fund performance but overlook overall portfolio return. XIRR helps understand the real performance considering SIP timing and cash flows.
Steps to Calculate XIRR
- Download your CAS statement
- Extract all transactions
- Convert investments into cash flows
- Apply XIRR formula
- Evaluate portfolio performance
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